See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,639 | $129,942+92.9% | $104,294+140.3% | $134,475+86.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -5.14% | 42.03%-47.2pp | 24.61%-29.8pp | 417.96%-423.1pp |
| Employer contribution / active EE | $5,322 | $4,184+27.2% | $3,372+57.8% | $4,740+12.3% |
| Participant deferral / active EE | $8,460 | $5,588+51.4% | $4,625+82.9% | $6,400+32.2% |
| Admin fee / account holder | $105,149 | $9,323+1027.8% | $7,339+1332.7% | $11,426+820.3% |